ISHARES TR's ticker is SUSB and the CUSIP is 46435G243. A total of 280 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,725 | -0.6% | 9,370 | 0.0% | 0.17% | +2.4% |
| Q2 2023 | $224,037 | +3.2% | 9,370 | +3.9% | 0.17% | -2.3% |
| Q1 2023 | $217,021 | +1.2% | 9,020 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $214,405 | +53.1% | 9,020 | +51.3% | 0.18% | +30.1% |
| Q3 2022 | $140,000 | +68.7% | 5,960 | +83.8% | 0.14% | +106.1% |
| Q4 2021 | $83,000 | -1.2% | 3,242 | 0.0% | 0.07% | -7.0% |
| Q3 2021 | $84,000 | 0.0% | 3,242 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $84,000 | +35.5% | 3,242 | +35.5% | 0.07% | +26.8% |
| Q1 2021 | $62,000 | +313.3% | 2,392 | +304.1% | 0.06% | +330.8% |
| Q4 2020 | $15,000 | – | 592 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 383,083 | $10,029,000 | 4.08% |
| Private Ocean, LLC | 716,761 | $18,765,000 | 3.78% |
| Wealthsimple US, Ltd. | 209,346 | $5,481,000 | 3.00% |
| Braun-Bostich & Associates Inc. | 45,909 | $1,202,000 | 2.42% |
| Opal Wealth Advisors, LLC | 38,180 | $1,000,000 | 1.25% |
| Arlington Financial Advisors, LLC | 95,189 | $2,492,000 | 1.05% |
| Wescott Financial Advisory Group, LLC | 52,009 | $1,362,000 | 0.96% |
| Baldrige Asset Management LLC | 59,585 | $1,560,000 | 0.93% |
| MFA WEALTH ADVISORS, LLC | 27,358 | $716,000 | 0.64% |
| CWM, LLC | 2,395,834 | $62,388,000 | 0.50% |